Integrate Legal Matter Management with the Legal Tracker application

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Learn more about the integration through a sample workflow and review the benefits it can provide.

    Legal Tracker is a third-party application for legal operations including matter management and e-billing.

    By integrating Legal Matter Management with Legal Tracker, you can engage with outside counsel by automatically creating a matter in Legal Tracker. You can also track the outside counsel engagement spends.

    Benefits of integration with Legal Tracker

    The benefits of integration are:
    • Engage and track outside counsel engagement.
    • Automatic matter creation in Legal Tracker on approval of Outside Counsel Engagements.
    • The matter created in the Legal Tracker can be accessed and updated by the outside counsel.
    • Single interface to track and view the updates from Legal Tracker for the Outside Counsel Engagement requests.
    • Track the spends for the outside counsel engagement.

    Sample workflow for outside counsel engagement using Legal Tracker

    1. Legal matter fulfiller reviews a legal matter.
    2. Legal matter fulfiller decides to engage with an outside counsel.
    3. Legal matter fulfiller initiates an outside counsel engagement request.
    4. Legal matter fulfiller enters Legal Tracker details or opts to create a task for the information to be filled later.
    5. Legal matter fulfiller submits the outside counsel request for approval.
    6. Practice area leads receive an approval request.
    7. Practice area lead reviews and approves the outside counsel engagement request. If there are more than one practice area leads, approval from any one is required to mark the request approved.
      1. If the Legal Tracker details are already filled, an integration with Legal Tracker is automatically initiated.
      2. In cases where a task is created to fill the Legal Tracker details, the task fulfiller should initiate the integration manually after filling the details.
    8. On successful integration, matter is created in Legal Tracker.
    9. Matter details are synced to Legal Matter Management and can be viewed in external matter related list.
    10. Outside counsel can access and update the matter in Legal Tracker.

    Integration actions

    To integrate Legal Matter Management with Legal Tracker, complete the following actions: